Mobileye has agreed to acquire Mentee Robotics in a $900 million transaction that marks a major strategic shift beyond autonomous driving and into humanoid robotics and Physical AI. Announced during CES 2026 in Las Vegas, the deal positions Mobileye to apply its autonomy technology to machines designed to work directly alongside humans in physical environments.
The acquisition combines Mobileye’s large-scale perception, planning, and safety systems with Mentee’s vertically integrated humanoid robot platform. Together, the companies aim to build general-purpose robots capable of understanding context, inferring intent, and executing tasks safely and autonomously in real-world settings such as factories, warehouses, and industrial facilities.
From Vehicle Autonomy to Embodied Intelligence
Mobileye’s core business has been built around vision-based autonomy for vehicles, with systems designed to interpret complex scenes, predict behavior, and make safety-critical decisions. Those same challenges increasingly define humanoid robotics, where machines must navigate spaces built for people while interacting with objects, equipment, and coworkers.
The company said the acquisition represents a decisive move toward Physical AI, a class of systems that not only perceive the world but also act within it reliably and at scale. Mobileye’s autonomy stack has evolved beyond navigation toward context-aware and intent-aware reasoning, providing a foundation for robots that can operate productively without constant supervision.
The move also reflects Mobileye’s effort to diversify as competition intensifies in autonomous driving and commercialization timelines extend. By expanding into humanoid robotics, the company gains exposure to a parallel growing market where autonomy software may become the primary differentiator.
Mentee’s Humanoid Platform and Learning Approach
Founded four years ago, Mentee Robotics has developed a third-generation humanoid robot designed for scalable deployment rather than laboratory demonstrations. The platform is vertically integrated, with in-house development of hardware, embedded systems, and AI software.
Mentee’s approach emphasizes rapid learning and adaptability. Its robots are trained primarily in simulation, reducing reliance on large-scale real-world data collection and minimizing the gap between simulated and physical performance. The system is designed to acquire new skills through limited human demonstrations and intent cues, rather than continuous teleoperation.
This learning framework enables autonomous, end-to-end task execution, including locomotion, navigation, and safe manipulation of rigid objects. In demonstrations, Mentee robots have shown the ability to perform multi-step material handling tasks with stability and accuracy, supporting the company’s focus on real-world utility.
Deal Structure and Commercial Roadmap
Under the terms of the agreement, Mobileye will pay $900 million for Mentee Robotics, consisting of approximately $612 million in cash and up to 26.2 million shares of Mobileye Class A stock, subject to adjustments. The transaction is expected to close in the first quarter of 2026, pending customary approvals.
Mentee will operate as an independent unit within Mobileye, allowing continuity while gaining access to Mobileye’s AI infrastructure and production expertise. First customer proof-of-concept deployments are planned for 2026, with autonomous operation as a core requirement. Series production and broader commercialization are targeted for 2028.
Mobileye said the acquisition will modestly increase operating expenses in 2026 but aligns with its long-term growth strategy.
CES 2026 and the Rise of Physical AI
Physical AI emerged as a central theme at CES 2026, with humanoid robots, service robots, and embodied AI systems moving beyond concept stages. The Mobileye-Mentee announcement underscored how autonomy is becoming a shared foundation across vehicles and robots, rather than a domain-specific technology.
Mobileye highlighted strong momentum in its core automotive business, citing an $24.5 billion revenue pipeline over the next eight years. Company executives framed the acquisition as a way to extend that success into a second transformative market without abandoning its safety-first philosophy.
“Today marks a new chapter for robotics and automotive AI,” said Mobileye President and CEO Amnon Shashua. “By combining Mentee’s breakthroughs in humanoid robotics with Mobileye’s expertise in autonomy and productization, we have an opportunity to lead Physical AI at a global scale.”
Mentee CEO Lior Wolf said the partnership accelerates the company’s mission to deliver safe, cost-effective humanoid robots capable of meaningful work in human environments.
As CES 2026 made clear, the race to define Physical AI is accelerating. With this acquisition, Mobileye signals that the next phase of autonomy may unfold not just on roads, but across factories, warehouses, and workplaces worldwide.
